Institutional Ownership Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV). We have compiled data on the 2,073 institutions that hold shares in the stock, with a total of 503 Million shares, which have been reported (via 13F filing form) to have a value of $63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
Feb 04, 2025 Q4 2024 |
2,859
shares
|
$357,946
0.19% of portfolio
|
Q3 2024
Reduced 58.13%
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
2,857
shares
|
$357,696
0.07% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Feb 10, 2025 Q4 2024 |
2,855
shares
|
$357,446
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
2,851
shares
|
$356,945
0.03% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
2,828
shares
|
$354,065
0.01% of portfolio
|
Q4 2024
Reduced 2.75%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
2,804
shares
|
$351,060
0.06% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Wambolt & Associates, LLC
|
Feb 11, 2025 Q4 2024 |
2,777
shares
|
$347,680
0.11% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
2,772
shares
|
$347,054
0.04% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
2,766
shares
|
$346,303
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
2,762
shares
|
$345,802
0.01% of portfolio
|
Q4 2024
Reduced 2.81%
|
|
|
Finward Bancorp
Munster, IN |
Feb 13, 2025 Q4 2024 |
2,758
shares
|
$345,301
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
2,757
shares
|
$345,176
0.02% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
2,757
shares
|
$345,176
0.03% of portfolio
|
Q4 2024
Added 10.5%
|
|
|
Simmons Bank
|
Feb 04, 2025 Q4 2024 |
2,751
shares
|
$344,425
0.03% of portfolio
|
Q4 2024
Added 111.45%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
2,735
shares
|
$342,422
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
2,730
shares
|
$341,796
0.01% of portfolio
|
Q4 2022
Added 0.78%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
2,730
shares
|
$341,796
0.06% of portfolio
|
Q4 2021
New holding
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
2,726
shares
|
$341,295
0.03% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Leuthold Group, LLC
|
Feb 03, 2025 Q4 2024 |
2,723
shares
|
$340,919
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
2,722
shares
|
$340,794
0.03% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Tributary Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
2,720
shares
|
$340,544
0.03% of portfolio
|
Q4 2024
Reduced 4.56%
|
|
|
Worldquant Millennium Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,698
shares
|
$337,789
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Somerset Group LLC
Wayzata, MN |
Feb 11, 2025 Q4 2024 |
2,689
shares
|
$336,662
0.31% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,660
shares
|
$333,032
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
2,648
shares
|
$331,529
0.03% of portfolio
|
Q4 2024
Added 124.6%
|